See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,137 | $76,367-17.3% | $93,606-32.6% | $72,985-13.5% |
| Participation rate | 76.7% | 71.7%+4.9pp | 75.8%+0.8pp | 69.5%+7.2pp |
| Annual return | 16.26% | 25.82%-9.6pp | 32.76%-16.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $941 | $2,275-58.6% | $2,718-65.4% | $2,440-61.4% |
| Participant deferral / active EE | $4,224 | $3,538+19.4% | $4,069+3.8% | $3,607+17.1% |
| Admin fee / account holder | $257 | $6,838-96.2% | $7,888-96.7% | $5,124-95.0% |